MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.28M
3
+$2.21M
4
CAT icon
Caterpillar
CAT
+$1.35M
5
CMI icon
Cummins
CMI
+$1.17M

Top Sells

1
+$1.39M
2
+$1.22M
3
+$1.18M
4
AMAT icon
Applied Materials
AMAT
+$1.05M
5
MMM icon
3M
MMM
+$482K

Sector Composition

1 Technology 33.55%
2 Healthcare 21.61%
3 Financials 9.36%
4 Industrials 7.12%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$470K 0.09%
3,349
-386
77
$443K 0.09%
46,878
-10,057
78
$433K 0.08%
1,881
-320
79
$429K 0.08%
7,985
-1,075
80
$422K 0.08%
2,893
81
$419K 0.08%
11,357
82
$357K 0.07%
2,109
83
$356K 0.07%
6,997
84
$356K 0.07%
11,584
85
$349K 0.07%
792
86
$333K 0.06%
1,416
+78
87
$330K 0.06%
4,728
-5,621
88
$315K 0.06%
3,790
89
$313K 0.06%
4,549
+247
90
$300K 0.06%
10,766
-886
91
$299K 0.06%
586
92
$285K 0.06%
2,871
-1,666
93
$271K 0.05%
1,299
+45
94
$258K 0.05%
13,687
+541
95
$257K 0.05%
5,400
-1,232
96
$255K 0.05%
3,180
+173
97
$250K 0.05%
1,202
98
$242K 0.05%
1,624
99
$241K 0.05%
3,165
100
$236K 0.05%
5,520
1 2 3
4
5